Edward Lewis (CRD# 1995474) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Pittsburgh, PA and has over 33 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ic Advisory Services Inc. | Pittsburgh, PA | Oct 2010 - Current | 13 |
| The Investment Center | Pittsburgh, PA | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- FL
- MI
- NC
- OH
- PA
- VA
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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